Kyle Ashley Mendelsohn

Current Employers

Employment History

• 08/2002 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 06/2009 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → 02/2021
  Lincoln Investment
  Bohemia, NY
• 02/2021 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 02/2021 → Present
  Kestra Advisory Services, Llc
  Port Jefferson, NY

Previous Registrations

• 2017-06-09 → 2021-02-22
  Lincoln Investment
  Bohemia, NY
• 2009-06-23 → 2019-10-04
  Legend Advisory, Llc
  Bohemia, NY
  Palm Beach Gardens, FL

Other Businesses

Business Name: Kyle A. Mendelsohn Investment Related: No Address: 414 main Street, Suite 302 Port Jefferson NY 11777 Nature of Business: Insurance Position, Title or Relationship: Licensed Insurance Agent Start Date: 2/22/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I advise clients regarding specific insurance options and products that meet their needs.Business Name: Coastline Wealth Management Investment Related: Yes Address: 414 main Street, Suite 302 Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial Advisor, Certified Retirement Counselor Start Date: 2/22/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: I advise clients regarding specific investment options and insurance products that meet their needs.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial advisor, Certified Retirement Counselor Start Date: 2/22/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Obligated to advise in a fiduciary capacity based on what would be best on an individual clients needs. Business Name - K MENDELSOHN CONSULTING SERVICES CORP POSITION: President NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 10/01/2021 ADDRESS: 101 Rustic Road, port jefferson NY 11777, United States DESCRIPTION: Consulting 7 CLAW LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2022 ADDRESS: 1303 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: Equal ownership and management

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-19
• S63 Uniform Securities Agent State Law Examination
  2002-11-15